Featured
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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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High Bar for Wall Street
Together with Good Morning, Trump has no plan to fire J Pow, Goldman is exploring prediction market opportunities, the UBS CEO succession race commenced, LPs are doubling down on multi-strat hedge funds, and Wall Street banks eliminated over 10k jobs last year all while the industry is oozing with optimism. Mizuho execs published their 2026 …
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Year of the Dragon
Together with Good Morning, Four quant firms partnered to take on Citadel Securities, SCOTUS delayed ruling on Trump's tariffs, bondholders sued Oracle for losses tied to AI, McKinsey is asking job candidates to use AI in interviews, Epstein lured victims in exchange for admission to Columbia, and global investors are betting big on China for …
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“Claude, suggest a catchy subject line”
Together with Good Morning, Rio Tinto hired banks to work on a historic $260B Glencore merger, Greenland ruled out joining the US, JPMorgan's earnings disappointed, the Clintons refused to testify in Congress' Epstein investigation, and Anthropic's new coding agent is taking social media by storm. Level up your PE skillset for the new year with …
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Ellison Won’t Give Up
Together with Good Morning, Trump denied personal involvement in DOJ's investigation into J Pow, PE LPs offloaded a record amount of fund stakes last year, Apple partnered with Google's Gemini to power Siri, CD&R is looking to raise one of the biggest PE funds ever, and Paramount sued Warner Bros and launched a proxy fight …
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California’s Billionaire Wealth Tax Is Already Failing, Before It Exists
And New York City May Be Next For years, critics dismissed the idea that billionaires would actually leave, arguing that ties to businesses, culture, and networks would outweigh tax considerations. California is now disproving that assumption. The response to the mere threat of a wealth tax shows that the ultra-wealthy are not only willing to …
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Wishing Everyone a Happy Monitoring the Situation
Together with Good Morning, Record-high stock markets, record deal flow, Minnesota fraud, ICE protests, Venezuela, Iran, Greenland, and California's billionaire exodus are just some of the situations being monitored this week. Almost forgot J Pow, who is under federal criminal investigation. Is this the year your startup finally starts signing customers? Join Vanta on January …
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Hostile Takeover from First Principles
Together with Good Morning, US is considering paying Greenlanders to secede from Denmark, US trade deficit narrowed to the lowest since 2009, PE megafunds captured their largest fundraising share in a decade, Musk and Sam Altman are headed to trial, the hedge fund industry is having a moment, and SCOTUS is set to rule on …
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Trump One-Shotted Blackstone
Together with Good Morning, US will control Venezuela's oil indefinitely, US will meet with Denmark officials to discuss Greenland, capital markets activity is having a record-breaking start to the year, JPMorgan cut all ties with proxy advisers, and Trump caught stock traders by surprise with orders to ban institutional investors from buying homes and pause …
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Valuable Deal Experience for Marco Rubio
Together with Good Morning, US intends to acquire Greenland, US struck an oil deal with Venezuela, PE management fees hit a record low, Saudi Arabia will open its stock market to all foreign investors, a bond trader placed the biggest fed funds futures bet ever, and wealth managers are seeing a ridiculous rush to invest …
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Monitoring the Special Situation
Together with Good Morning, Investors are planning trips to Venezuela to gauge business opportunities, hedge funds are making a killing on soaring Venezuela bonds, JPMorgan launched a consulting unit for select clients, OnlyFans creators are dominating O-1 visas, and the CIA sees regime loyalists as best placed to temporarily lead Venezuela amid Maduro's ouster. Is …
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LatAm Tactical Opportunities_v2026
Together with Welcome back! US ousted Venezuela's illegitimate socialist leader Nicolas Maduro and will use leverage to achieve its policy aims in Venezuela. Happy 2026, folks! Seems like we're in for another wild year. Dive into 2026 with the most comfortable men's dress shirts in the game: Mizzen+Main. Before The Bell Learn more about the …
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Ending on a High
Good Morning, Global stocks continued to trade near record highs in the penultimate trading day of 2025. Let's dive in. Before The Bell As of 12/30/2025 market close. Learn more about the Litquidity portfolios and subscribe to the strategies on Autopilot.* Markets US stocks finished near ATHs in a low-volume penultimate trading day of 2025 …
